Financial Controller - Wealth Management

JR United Kingdom; Milton Keynes; On-site; GBP 50,000 - 75,000; Full time

Job summary

A well-established banking institution is seeking a Financial Controller to join their Wealth and Asset Management arm. You will be responsible for managing finance operations, overseeing accounting functions, and ensuring compliance with regulations. This role is essential for producing financial reports and managing risks while driving the team’s automation strategy.

Qualifications

• Qualified accountant with strong experience as a Financial Controller.
• At least 5 years post-qualified experience.
• Ability to work accurately and meet strict deadlines.

Responsibilities

• Managing day-to-day finance operations with a team of two direct reports.
• Performing all related accounting functions maintaining compliance with UK GAAP.
• Completing all HMRC filings and returns, including corporation taxes and VAT.

Skills

Financial Management

Analytical Skills

Team Management

Education

ACA/ACCA/CIMA qualified

Job description

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Client:

MW Recruitment Limited

Location:

Job Category:

Other

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EU work permit required:

Yes

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Job Views:

2

Posted:

06.06.2025

Expiry Date:

21.07.2025

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Job Description:

A well-established banking institution is seeking a Financial Controller to join their Wealth and Asset Management arm. Duties include maintaining internal controls over financial, tax, regulatory reporting, and producing commentary to support management and forecasting.

Main Responsibilities

• Managing day-to-day finance operations with a team of two direct reports
• Performing all related accounting functions required to maintain the general ledger in compliance with UK GAAP, IFRS, and company policies and procedures
• Analytical review and analysis of financial data, generating monthly trend reports, and balance sheet reconciliations, ensuring financial statement accuracy and investigating variances
• Monitoring and managing financial risks in line with compliance and regulations
• Completing all HMRC filings and returns, including corporation taxes and VAT, in accordance with tax policy. Liaising with group tax team and HMRC on inquiries
• Preparing formal year-end statutory accounts and coordinating external audit activities
• Overseeing bank reconciliations and maintaining cash flow forecasts to ensure funds are available to meet obligations
• Driving team’s automation strategy, redesigning manual processes around financial operations
• Deputising for Head of Finance as appropriate
• Handling regulatory reporting, liquidity, and capital requirements calculations, analysis, and management under ICARA regime

Experience/Qualifications

Qualified accountant with strong experience as a Financial Controller

Experience in team management

Analytical mindset, excited by new challenges and creating new processes

Ability to work accurately and meet strict deadlines

Academic: ACA/ ACCA/CIMA qualified with at least 5 years post-qualified experience